With more than 30 years of experience in finance, including over two decades serving as Head of Finance for mission-driven organizations. Throughout my career, I’ve partnered with executive teams and boards to strengthen financial operations, guide budgeting and forecasting, and align financial strategy with long-term goals.

Today, I work with business owners, organizations, and families who want more than financial reports — they want clarity, confidence, and intentional planning. For small business owners in particular, I help connect the dots between business finances and personal financial goals — because your business should support your life, not complicate it.

I’ve seen firsthand how powerful financial clarity can be. And I’ve also experienced how difficult it can be when proper planning isn’t in place. When my mother was diagnosed with Alzheimer’s, my family faced financial decisions during an already emotional time. That experience reinforced my belief that financial planning is not just about growth — it’s about protection, preparation, and peace of mind.

My approach is strategic, educational, and collaborative. I don’t just present numbers — I help you understand what they mean and how to use them to make confident decisions. Whether we’re strengthening your business finances, planning for continuity, or designing retirement and protection strategies, the goal is the same:

To create stability in both your business and personal financial life — so you can focus on what you do best and move forward with confidence.